PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

51 hedge funds and large institutions have $61.5M invested in Putnam Master Intermediate Income Trust in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.03M
2
SG Americas Securities
2
SG Americas Securities
New York
$273K
3
CBA
3
Coastal Bridge Advisors
Connecticut
$447K
4
Morgan Stanley
4
Morgan Stanley
New York
$753K
5
GC
5
Guggenheim Capital
Illinois
$654K

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$4.82M
2
LCM
2
Landscape Capital Management
New Jersey
$178K
3
Wells Fargo
3
Wells Fargo
California
$93K
4
SIA
4
Sit Investment Associates
Minnesota
$41.4M
5
SCM
5
Sterneck Capital Management
Missouri
$65K
Name Market Value Shares Shares
Change 		Shares
Change %
BKA
26
Brick & Kyle Associates
Pennsylvania
$67K 14,300 – –
SCM
27
Sterneck Capital Management
Missouri
$65K 13,984 -74,669 -84%
PAS
28
Partnervest Advisory Services
California
$63K 13,416 – –
OC
29
Oarsman Capital
Wisconsin
$56K 11,882 – –
PTC
30
Philadelphia Trust Company
Pennsylvania
$53K 11,300 – –
Stifel Financial
31
Stifel Financial
Missouri
$52K 11,237 – –
PVWM
32
Point View Wealth Management
New Jersey
$50K 10,695 – –
PAG
33
Pinnacle Advisory Group
Maryland
$49K 10,520 – –
WA
34
WFG Advisors
Texas
$40K 8,617 -742 -8%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$30K 6,375 +6,375 New
IA
36
IFP Advisors
Florida
$22K 4,644 -1,060 -19%
AG
37
Advisor Group
Arizona
$14K 3,100 +100 +3%
AssetMark Inc
38
AssetMark Inc
California
$11K 2,280 +2,280 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$9K 1,997 -18,281 -90%
MFW
40
Mosaic Family Wealth
Missouri
$9K 1,900 – –
WA
41
Winfield Associates
Ohio
$9K 2,000 – –
GWM
42
Geneos Wealth Management
Colorado
$8K 1,860 – –
SFSIG
43
San Francisco Sentry Investment Group
California
– – – –
Creative Planning
44
Creative Planning
Kansas
$8K 1,814 +900 +98%
IF
45
Ironwood Financial
Arizona
$7K 1,500 – –
GI
46
Gradient Investments
Minnesota
$7K 1,400 +1,400 New
US Bancorp
47
US Bancorp
Minnesota
$5K 988 -988 -50%
Citigroup
48
Citigroup
New York
$3K 711 -8 -1%
NFG
49
Next Financial Group
Texas
$3K 617 – –
BlackRock
50
BlackRock
New York
$2K 478 – –
1
2
3